Report that only shows projects that have tasks assigned to certain role ids | Community
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StephaneePu
Level 2
June 20, 2024
Question

Report that only shows projects that have tasks assigned to certain role ids

  • June 20, 2024
  • 3 replies
  • 990 views

I am trying to build a project report that only pulls projects that have tasks assigned to a specific group of role ids within that project. The goal is to show the amount of projects a specific team is included on in a fiscal year. 

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3 replies

Kurt_Jones
Community Advisor and Adobe Champion
Kurt_JonesCommunity Advisor and Adobe Champion
Community Advisor and Adobe Champion
June 20, 2024

Stephanee, 

Something like below:

 

It's a Task Report, grouped by project name (you can group by role as well).  For filters, use AssignedTo->Role ID and input the role (I used Project Manager, but you can list as many roles as needed), I also had filter that Project status not equal to Complete, and Task status not equal to Complete.

If my response answered your question, please mark it answered, so others can find the answer
-JC
-JC
Level 6
June 25, 2024

Hi Stephanee, 

 

If the other suggested option of a Task report, grouped by Projects doesn't work for you, you could use a Project report and the "EXISTS" function. In this report you would essentially be saying "show me all of the projects where exists at least 1 assignment to this role".

 

Here is an example to start you off. In a Project report, in text mode, paste the following:

EXISTS:A:$$OBJCODE=ASSGN EXISTS:A:projectID=FIELD:ID EXISTS:A:assignedTo:roleID=ROLE ID HERE EXISTS:A:assignedTo:roleID_Mod=in

 

Replace "ROLE ID HERE" with your roleID. You may need to add more filters to either the EXISTS statement (so, adding more lines starting with "EXISTS:A") or to the report overall to suit your specific needs.

J
J_Hobbs
Level 3
January 8, 2025

@stephaneepu 

 

Did you ever figure out how to get what you needed?

 

I needed something similar where I was trying to build a report that shows all Tasks assigned to a Job Role as opposed to a User. I was not able to do this in a Task Report so I built an "Assignment Report" and get what I needed. The only problem is that when a task has more than one object assigned to the task the column for that field is blank. 

 

What did you end up doing in your report?

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